Filed December 16, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,467 | $227,553-75.2% | $189,557-70.2% | $167,490-66.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.17% | 78.40%-65.2pp | 64.17%-51.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,260 | $5,316-38.7% | $4,412-26.1% | $4,837-32.6% |
| Participant deferral / active EE | $3,105 | $7,002-55.7% | $6,174-49.7% | $6,341-51.0% |
| Admin fee / account holder | $794 | $11,878-93.3% | $9,807-91.9% | $12,309-93.6% |